Estate & Trust Tax Preparation

One additional certainty in life besides taxes is death, as Mark Twain so eloquently put it. When a family member passes away, we are here to help you compassionately take care of final tax returns and the related estate or trust tax returns. If you are a personal representative or someone helping wrap up some final affairs, we are here to help.

Testimonial

Thomas Hackett

I share a number of mutual clients with Wayne (I’m a business and estate planning attorney). I have witnessed the application of Wayne’s accounting knowledge to individuals and businesses, and then seen the positive results and happy clients.

Josh Monen

Wayne has proven to be a valuable resource and asset to my business. I am not a detail person and all the taxes, paperwork and laws can easily overwhelm me. So I'm thankful for my relationship with Wayne!

Russell Mickler

Wayne has been my personal and business accountant for more than a decade. He’s brilliant, top-notch on tech, and makes my life extremely easy. I’d recommend Wayne to any individual or small business.